Spire Wealth Management’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-108
| Closed | -$738 | – | 2172 |
|
|
2024
Q2 | $738 | Hold |
108
| – | – | ﹤0.01% | 2154 |
|
|
2024
Q1 | $714 | Hold |
108
| – | – | ﹤0.01% | 2256 |
|
|
2023
Q4 | $625 | Buy |
+108
| New | +$625 | ﹤0.01% | 2335 |
|
|
2022
Q1 | – | Sell |
-214
| Closed | -$1K | – | 2546 |
|
|
2021
Q4 | $1K | Sell |
214
-2
| -0.9% | -$9 | ﹤0.01% | 2849 |
|
|
2021
Q3 | $1K | Hold |
216
| – | – | ﹤0.01% | 2518 |
|
|
2021
Q2 | $2K | Sell |
216
-106
| -33% | -$981 | ﹤0.01% | 2464 |
|
|
2021
Q1 | $2K | Buy |
+322
| New | +$2K | ﹤0.01% | 2827 |
|